Decade Renewable Partners LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Decade Renewable Partners LP reported 30 stock positions worth $188.8 million. Its top holding was P G & E (PCG) at 8.5% of the portfolio, followed by Sempra (SRE, 8.5%) and Fluence Energy (FLNC, 5.6%). Compared with Q4 2023, it opened 13 new positions, sold out of 14, added to 12 and reduced 5. The biggest buy was a new position in Fluence Energy (FLNC) and the biggest sale an exit from American Electric Power (AEP).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001915836
- Portfolio Value
- $188.8M (Q1 2024)
- SEC Filing
- 0001892688-24-000059 ↗ filed May 15, 2024
Holdings Value
Holdings 30 stocks · $188.8M
| PCG P G & E Corp. | 8.55% | 962,775 | $16.1M | Add +63.3% |
| SRE Sempra | 8.52% | 223,962 | $16.1M | Add +95.3% |
| FLNC Fluence Energy Inc. | 5.60% | 610,277 | $10.6M | New |
| ARRY Array Technologies Inc. | 5.07% | 642,695 | $9.6M | Add +34.6% |
| NI Nisource Inc. | 4.62% | 315,351 | $8.7M | Reduce -32.1% |
| FCX Freeport-McMoran Inc. | 4.53% | 182,087 | $8.6M | New |
| ETR Entergy Corp. | 4.44% | 79,402 | $8.4M | Add +51.2% |
| WEC WEC Energy Group Inc. | 4.25% | 97,711 | $8.0M | New |
| PPL PPL Corp. | 3.91% | 268,199 | $7.4M | Reduce -21.2% |
| ES Eversource Energy | 3.79% | 119,650 | $7.2M | New |
| MTZ Mastec Inc. | 3.77% | 76,329 | $7.1M | New |
| EVRG Evergy Inc. | 3.71% | 131,269 | $7.0M | Add +17.2% |
| SHLS Shoals Technologies Group -A | 3.55% | 600,007 | $6.7M | Add +14.7% |
| HBM Hudbay Minerals Inc. | 3.52% | 948,345 | $6.6M | Reduce -34.7% |
| SGML Sigma Lithium Corp. | 3.34% | 486,313 | $6.3M | Add +286.0% |
| ALTM Arcadium Lithium PLC | 3.10% | 1,357,875 | $5.9M | New |
| DUK Duke Energy Corp. | 2.85% | 55,682 | $5.4M | New |
| AMRC Ameresco Inc. Class A | 2.71% | 211,817 | $5.1M | New |
| DTE DTE Energy Company | 2.38% | 40,100 | $4.5M | New |
| NEE Nextera Energy Inc. | 2.37% | 70,136 | $4.5M | Add +11.3% |
| FSLR First Solar Inc. | 2.33% | 26,038 | $4.4M | Reduce -25.8% |
| NOVAQ Sunnova Energy International | 2.15% | 662,592 | $4.1M | Add +421.6% |
| AMPS Altus Power Inc. | 2.01% | 794,402 | $3.8M | Add +8.0% |
| CCJ Cameco Corp. | 1.85% | 80,758 | $3.5M | Add +206.7% |
| AES AES Corp. | 1.77% | 186,142 | $3.3M | New |
| GTLS Chart Industries Inc. | 1.76% | 20,143 | $3.3M | Reduce -23.8% |
| LNG Cheniere Energy Inc. | 1.28% | 15,000 | $2.4M | New |
| XIFR XPLR Infrastructure LP filed as NEXTERA ENERGY PARTNERS LP | 1.03% | 64,351 | $1.9M | Add +62.1% |
| LAR Lithium Americas Argentina C | 0.77% | 270,125 | $1.5M | New |
| PLUG Plug Power Inc. | 0.47% | 256,600 | $883K | New |
Portfolio Sells Q4 2023 → Q1 2024
| AEP American Electric Power | Sold out | 0.00% | −7.79 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −4.96 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −4.41 |
| TECK Teck Resources Ltd.-CLS B | Sold out | 0.00% | −4.18 |
| CNP Centerpoint Energy Inc. | Sold out | 0.00% | −3.12 |
| EXC Exelon Corp. | Sold out | 0.00% | −2.77 |
| SQM Quimica Y Minera Chil-SP ADR | Sold out | 0.00% | −2.72 |
| NI Nisource Inc. | Reduce -32.1% | 4.62% | −2.47 |
| DQ Daqo New Energy Corp.-ADR | Sold out | 0.00% | −1.99 |
| BWXT BWX Technologies Inc. | Sold out | 0.00% | −1.97 |
| RIVN Rivian Automotive Inc. Class A | Sold out | 0.00% | −1.86 |
| PNW Pinnacle West Capital | Sold out | 0.00% | −1.84 |
| PPL PPL Corp. | Reduce -21.2% | 3.91% | −1.39 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −1.38 |
| FSLR First Solar Inc. | Reduce -25.8% | 2.33% | −1.14 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −1.10 |
| HBM Hudbay Minerals Inc. | Reduce -34.7% | 3.52% | −1.08 |
| JKS Jinkosolar Holding Co.-ADR | Sold out | 0.00% | −0.82 |
| GTLS Chart Industries Inc. | Reduce -23.8% | 1.76% | −0.31 |
Portfolio Buys Q4 2023 → Q1 2024
| FLNC Fluence Energy Inc. | New | 5.60% | +5.60 |
| FCX Freeport-McMoran Inc. | New | 4.53% | +4.53 |
| WEC WEC Energy Group Inc. | New | 4.25% | +4.25 |
| ES Eversource Energy | New | 3.79% | +3.79 |
| MTZ Mastec Inc. | New | 3.77% | +3.77 |
| SRE Sempra | Add +95.3% | 8.52% | +3.59 |
| ALTM Arcadium Lithium PLC | New | 3.10% | +3.10 |
| DUK Duke Energy Corp. | New | 2.85% | +2.85 |
| AMRC Ameresco Inc. Class A | New | 2.71% | +2.71 |
| PCG P G & E Corp. | Add +63.3% | 8.55% | +2.44 |
| DTE DTE Energy Company | New | 2.38% | +2.38 |
| AES AES Corp. | New | 1.77% | +1.77 |
| ETR Entergy Corp. | Add +51.2% | 4.44% | +1.39 |
| LNG Cheniere Energy Inc. | New | 1.28% | +1.28 |
| CCJ Cameco Corp. | Add +206.7% | 1.85% | +1.20 |
| SGML Sigma Lithium Corp. | Add +286.0% | 3.34% | +1.06 |
| NOVAQ Sunnova Energy International | Add +421.6% | 2.15% | +1.04 |
| LAR Lithium Americas Argentina C | New | 0.77% | +0.77 |
| PLUG Plug Power Inc. | New | 0.47% | +0.47 |
| ARRY Array Technologies Inc. | Add +34.6% | 5.07% | +0.46 |
| EVRG Evergy Inc. | Add +17.2% | 3.71% | +0.35 |
| XIFR XPLR Infrastructure LP | Add +62.1% | 1.03% | +0.33 |
| NEE Nextera Energy Inc. | Add +11.3% | 2.37% | +0.17 |
| AMPS Altus Power Inc. | Add +8.0% | 2.01% | −0.88 |
| SHLS Shoals Technologies Group -A | Add +14.7% | 3.55% | −1.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 0 | $0 | |
| Q1 2026 | 0 | $0 | |
| Q4 2025 | 0 | $0 | |
| Q3 2025 | 0 | $0 | |
| Q2 2025 | 26 | $123.2M | HBM, GNRC, XEL, FCX, DTE |
| Q1 2025 | 26 | $130.9M | HBM, D, SGML, ERO, XEL |
| Q4 2024 | 31 | $204.4M | EXC, PPL, AEE, EME, FSLR |
| Q3 2024 | 32 | $190.7M | PCG, PRIM, EVRG, SGML, AEE |
| Q2 2024 | 33 | $205.0M | HBM, ITRI, ARRY, CMS, ETR |
| Q1 2024 | 30 | $188.8M | PCG, SRE, FLNC, ARRY, NI |